LCM FINANCIAL
Firm details
- Headquarters
- Kingwood, Texas
- CRD number
- 330543
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lcm Financial operates as a corporation focused on providing a range of financial advisory services. The firm specializes in portfolio management for individuals, small businesses, and institutions, along with offering financial planning and pension consulting services. Lcm Financial employs a fee structure based on a percentage of assets under management and hourly charges, allowing for flexibility in client engagements. Although the firm does not actively pursue ESG investments, it is recognized as a capital allocator, indicating a strategic approach to investment selection and management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2David Barsalou
PresidentCRD 7894714
VICTORIA BARSALOU
Director and ShareholderCRD 7894713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kingwood, TX
HARRIS
Location
Kingwood, TX
Headquartered in Kingwood, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 2261 Northpark Dr
- Time zone
- CT (UTC-6)
- Office locations
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